Listen to Jeffrey Levine, Buckingham’s Director of Advanced Planning, who also happens to be one of the financial and tax minds that the entire country turns to in order to better understand the impact that the new national stimulus package will have on you personally.
Why in the world is the stock market doing so reasonably well during the COVID-19 pandemic, while the success of so many small and large businesses, in many sectors, seem to be doing so very poorly or even shutting down entirely? How is this possible?
2020 has been a challenging year. But it has also presented us with a number of tax breaks which gives the potential to lower our taxes for this year and even possibly for next year.
The financial services industry makes it complicated for consumers to choose the right advisor and model. So how do you source and vet out the right advisor for you? Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance.
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
Your investment portfolio is no doubt an important driver of achieving your overall financial plan. If you're anything like me, you want your investment portfolio to be as high-achieving as you are.